Wilmington, California Estate Planning Lawyers

Alice A Salvo
PREMIUM

Woodland Hills, CA Estate Planning - Superior Credentials

I'm an experienced estate planning attorney and serve clients throughout Los Angeles. I provide personalized representation and handle all types of matters, including wills, trusts, living wills, and powers of attorney. Read More »
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Jeffrey Paul Geida
PREMIUM

Experienced & Knowledgeable Lawyer! Estate & Business Succession Planning!

I advise high-net worth individuals on all facets of their estate, wealth transfer and business succession planning. I am dedicated to comprehensive solutions! Visit my website for information, call for a consultation. Read More »
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Bradford S. Cohen
PREMIUM

Jeffer Mangels Butler & Mitchell LLP – Tax & Estate Planning Lawyer

Brad Cohen's practice emphasizes business planning related to complex corporate and partnership transactions, including M&A, financing and business succession planning, income tax planning, and estate tax planning. Read More »
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Andrew K. Steenbock
PREMIUM

Jeffer Mangels Butler & Mitchell LLP – Taxation, Trusts & Estates

Andrew Steenbock focuses on estate and gift tax planning, and advises individuals and business entities on a range of tax planning and estate planning matters. Read More »
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Eric F. Bergman
PREMIUM

Experienced California Estate & Succession Planning Lawyer! Dedicated Counsel!

I am a skilled and thorough estate planning attorney. I am committed to providing comprehensive, creative succession plans for individuals and families. Visit my website for information and call for a consultation! Read More »
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Victor J. Yoo
Claimed Lawyer ProfileQ&ABlawgsearchSocial Media
Los Angeles, CA Estate Planning Lawyer with 25 years experience
(888) 553-8000 2049 Century Park E
#3850
Los Angeles, CA 90067
Estate Planning, Bankruptcy, Business and Tax
Southwestern University School of Law
Mr. Yoo's practice focuses on tax and bankruptcy litigation. He has represented clients in both criminal and civil cases against the California Franchise Tax Board, State Board of Equalization and Employment Development Department and Internal Revenue Service (IRS). He has handled matters including IRS and sales tax audits, tax fraud investigations, Report of Foreign Bank and Financial Accounts (FBAR) and innocent spouse claims. Mr. Yoo also represents debtors and creditors in Chapter 7, 11 & 13 bankruptcy proceedings, including tax bankruptcy cases.
R. Christine Brown
Claimed Lawyer ProfileSocial Media
Torrance, CA Estate Planning Attorney with 26 years experience
(310) 782-6322 2377 Crenshaw Blvd, Suite 330
Torrance, CA 90501
Estate Planning, Elder and Probate
University of the Pacific, McGeorge School of Law
My legal practice focuses on elder law, estate planning and disability issues. My firm provides quality traditional legal services to all of our clients by listening to their special needs, understanding what is important to them, and delivering practical and realistic solutions that are designed to satisfy their specific goals. Because of our strong commitment to personal attention, compassion and professionalism, we often serve several generations within a family or different branches of the same family. We strive to build long lasting relationships with individuals, families and professional fiduciaries within our community, and are extremely proud of...
Saman Behnam
Claimed Lawyer Profile
Long Beach, CA Estate Planning Lawyer with 21 years experience
(562) 436-1500 354 W. Ocean Blvd
Long Beach, CA 90802
Estate Planning, Bankruptcy, Business and Probate
Thomas Jefferson School of Law
The Law Offices of Saman Behnam, is a full services law firm; providing its clientele with high quality, cost effective, and responsive legal services throughout the State of California. Our office provides affordable, cost effective legal services with the care and attention you require. SAMAN BEHNAM, has a practice emphasis in Civil litigation Real Estate Litigation and related Transaction, Bankruptcy litigation, Family Law, CH/DV-TRO, Family Law, Probate and Trust Litigation, Corporations Shareholder Dispute Resolution and litigation, Estate Planning, Business Succession Planning, Asset Protection, Commercial and Residential Evictions, transactions concerning Limited Partnerships, Limited Liability Company, Corporations. He is a...
Aastha Madaan
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Long Beach, CA Estate Planning Attorney with 6 years experience
(949) 346-5294 Suite 400
Long Beach, CA 90803
Free ConsultationEstate Planning and Business
Whittier Law School
Aastha is the owner and founder of Madaan Law, P.C.. She focuses her practice in the areas of business law, franchise law, and estate planning. Aastha is a strong advocate of good planning, in life and in business. She takes the time to explain the legal process and answer any questions for potential clients. Prior to founding Madaan Law, Aastha worked with a boutique business law firm where she practiced business litigation and provided legal advice to small businesses. She learned the ins and outs of future planning for individuals and businesses, and uses her...
Christina Marie Wickers
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Torrance, CA Estate Planning Attorney with 6 years experience
(310) 540-2520 Skypark Atrium
2790 Skypark Drive, Suite 209
Torrance, CA 90505
Free ConsultationEstate Planning, Divorce, Elder and Probate
Practice Areas: Estates, Elder Abuse, Conservatorships, Real Property, Business Litigation, Family

Ms. Wickers handles clients legal needs including representing clients in trial, and appeals.

Ms. Wickers attended Loyola Marymount University and graduated from California State University Northridge receiving a Bachelor of Science in Business Administration, with a Finance Emphasis. She obtained her Juris Doctor from Western State College of Law.

Ms. Wickers authored an article for the California State Bar, Trusts and Estates Quarterly titled, Das Closes the Door on Civil Liability for Financial Institutions Failure to Make Mandated Elder Abuse Report, Volume 16, Issue 4. Click here to view...
Samuel R. Walker
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Long Beach, CA Estate Planning Attorney with 7 years experience
(714) 943-2336 444 W Ocean Blvd Ste 800
Long Beach, CA 90802
Free ConsultationEstate Planning, Appeals, Divorce and Probate
Chapman University Fowler School of Law
Samuel R. Walker is a trusted attorney with a great reputation in and around Los Angeles County and Orange County. He handles Family Law, Estate Planning, Civil Litigation and Appellate matters. The Law Office of Samuel Walker will handle your legal matter with individualized attention and if a contested trial is necessary vigorously represent your legal interests.

At the Law Office of Sam Walker, we are committed to obtaining the best possible resolution for every client. We will ensure that you legal interests are represented in a compassionate, efficient and effective manner. We will deliver positive results. We have many satisfied...
Krystle Clervaud
Claimed Lawyer Profile
Carson, CA Estate Planning Attorney with 2 years experience
(323) 673-4838 552 E. Carson Street
Suite 104 PMB 320
Carson, CA 90745
Free ConsultationEstate Planning, DUI and Family
Whittier Law School
Thomas Glenn Martin
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Long Beach, CA Estate Planning Lawyer with 21 years experience
(562) 219-3290 249 E. Ocean Boulevard
Suite 501
Long Beach, CA 90802
Estate Planning, Business, Divorce and Family
UCLA School of Law
Tracy Jordan Roberts
Claimed Lawyer Profile
Long Beach, CA Estate Planning Lawyer with 22 years experience
(562) 432-1001 400 Oceangate
Long Beach, CA 90802
Estate Planning
UCLA School of Law
Judd Matsunaga
Claimed Lawyer Profile
Torrance, CA Estate Planning Lawyer with 24 years experience
(800) 403-6078 1609 Cravens Ave
Torrance, CA 90501
Estate Planning and Elder
Univ of West Los Angeles
Born and raised in Los Angeles, CA. I graduated Beverly Hills High School (Class of ‘76) and received my Bachelor's Degree in Economics from UCLA in 1980. Right out of school I started selling apartment buildings right here in the Southland and obtained my real estate brokers license in 1981. In 1989, I moved to Kahala, Hawaii to develop properties for sale to the Japanese investors. After the Tokyo Stock Market crashed in 1990, I moved back to Los Angeles and attended law school at the University of West Los Angeles.

My legal career began as a law clerk with Magana,...
Gary Borofsky
PREMIUM

Dedicated Representation for Estate Planning Matters! 40 Years of Experience!

I am an astute, attentive and experienced estate planning attorney. I provide broad experience to address your needs and pursue the best possible outcomes! Visit my website for information or call for a consultation. Read More »
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Desiree DeSurra
PREMIUM

California Estate Planning Attorney with 17 years experience

Desiree DeSurra is an Associate with JMBM's Taxation and Trusts and Estates group in Los Angeles. Read More »
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Cherisse Gay Lanier
Claimed Lawyer Profile
Long Beach, CA Estate Planning Lawyer with 22 years experience
(310) 941-1460 235 E. BROADWAY SUITE 1140
Long Beach, CA 90802
Free ConsultationEstate Planning, Business and Divorce
Western State Univ COL
Rodney William Wickers
Claimed Lawyer Profile
Torrance, CA Estate Planning Lawyer with 42 years experience
(310) 540-2520 2790 Skypark Drive
Suite 209
Torrance, CA 90505
Estate Planning, Business, Family and Probate
UC Hastings COL
Teresa Gutierrez
Claimed Lawyer Profile
Torrance, CA Estate Planning Attorney
(310) 503-6492 TERESA GUTIERREZ LAW
1308 Sartori Avenue, Suite 201
Torrance, CA 90501
Estate Planning and Business
Beti Tsai Bergman
Claimed Lawyer ProfileSocial Media
Torrance, CA Estate Planning Attorney with 21 years experience
(310) 694-8703 3220 Sepulveda Blvd.
Suite 203
Torrance, CA 90505
Estate Planning and Probate
University of California - Davis
Beti Tsai Bergman is the principal shareholder of the law firm, Peninsula Law, A Professional Law Corporation. Her firm specializes in probate, trusts, estates, conservatorships, and financial elder abuse. Ms. Bergman has extensive experience in representing conservators, trustees, and executors, as well as, heirs and beneficiaries in uncontested and contested trust and estate matters. Before specializing in probate, Ms. Bergman was a Deputy City Attorney for City of Los Angeles and was a business litigator in private practice.
Ms. Bergman is certified by the California Board of Legal Specialization in estate planning, trust and probate law and has earned a...
William Martin Burbank
Claimed Lawyer ProfileQ&ASocial Media
Long Beach, CA Estate Planning Lawyer with 16 years experience
(800) 220-4205 3740 Long Beach Boulevard
Long Beach, CA 90807
Estate Planning, Elder and Tax
Thomas Jefferson School of Law and Chapman University Fowler School of Law
Marty Burbank is the expert in Elder Law, Veteran's Benefits and Asset Protection for Medical and Dental Practices. Our team is located in Fullerton, the heart of North Orange County. This proximity allows us to reach a broad spectrum of clients. Marty Burbank provides the same planning and legal power of the larger firms, yet in a personalized setting. We utilize the latest in technology to create and store documents for all our clients. Every client receives services that are customized to their specific needs. We never use templates. Since 2002 Marty Burbank has focused his practice...
Kevin John Kensik
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El Segundo, CA Estate Planning Lawyer with 24 years experience
(310) 891-2300 400 Continental Blvd.
S. 600
El Segundo, CA 90245
Estate Planning, Arbitration & Mediation, Business and Divorce
Southwestern University School of Law
I have been a practicing attorney for over 20 years, and my practice for the last 15 years has been focused on Family Law in the Los Angeles and Orange County areas of California.
Gregory Mark Shanfeld
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Sherman Oaks, CA Estate Planning Attorney with 25 years experience
(818) 839-2487 15233 Ventura Blvd, Suite 1000
Sherman Oaks, CA 91403
Estate Planning, Bankruptcy, Foreclosure Defense and Real Estate
University of Southern California Gould School of Law
As a founding partner at the firm Wadhwani & Shanfeld, Southern California lawyer Greg Shanfeld offers counsel to debtors from all walks of life. Mr. Shanfeld began his legal career in the year 1994, and has practiced in both California and Texas. On the website Avvo.com, he has been recognized with a rating of 8.6 Excellent. He is a graduate of UCLA and the USC Law School. To learn more information about his firm, contact the firm today.
Mr. Edwin Antigua Barnum
Claimed Lawyer Profile
Torrance, CA Estate Planning Lawyer with 10 years experience
(310) 213-9097 2161 W. 182nd Street
Suite 202
Torrance, CA 90504
Free ConsultationEstate Planning, Bankruptcy, Business and Divorce
University of West Los Angeles
A compassionate attorney with real life-experiences (I had successful careers before becoming an attorney) that prepared me to relate with most of my clients. We are not your typical lawyer who has great lawyering skills but unable to relate to average clients. We try to simplify the process so you won't feel left out. We vigorously fight for your right but excellent in negotiating a WIN-WIN result that won't escalate the case or the cost of prosecuting your case. We strive to be part of the solution to your problem:not become part of your problem. Call us and experience the...
James Charles Shields
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Torrance, CA Estate Planning Attorney with 24 years experience
(888) 910-6652 21707 Hawthorne Blvd
Suite 204
Torrance, CA 90503
Estate Planning, Bankruptcy and Probate
Loyola Marymount University
High caliber legal representation can be difficult to find these days. When you work Attorney James C. Shields, you can feel confident knowing that you have an experienced legal advocate on your side. Attorney Shields has nearly three decades of legal experience and he strives to use that experience and knowledge to help his clients make informed decisions about their future. Mr. Shields specializes in bankruptcy law and he has helped countless clients fight for a fresh start. He also defends against foreclosure and repossession if you are behind on your mortgage payments. He deals with bankruptcy everyday and he...
David Mirkin Zeligs
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Long Beach, CA Estate Planning Lawyer with 36 years experience
(562) 987-5270 3780 Kilroy Airport Way, Ste 200
Long Beach, CA 90806
Free ConsultationEstate Planning, Business, IP and Trademarks
University of the Pacific, McGeorge School of Law
Established in 1990, the Law Offices of David M. Zeligs has delivered quality legal services to its clients with professionalism and integrity for a quarter century. Based on our firm’s philosophy of putting the client’s needs first, we provide individualized services based on your realistic legal needs and expectations for a reasonable price.

David M. Zeligs graduated from the University of California at Santa Cruz (UCSC) in 1978 with a B.A. degree in Politics. In 1982, prior to receiving his undergraduate degree, he took time off from college and traveled for six months throughout Latin America. Along the way, he lived...
Neil Solarz
PREMIUM

Experienced & Skilled California Attorney for Estate Planning & Probate Matters!

I am a dedicated lawyer with extensive experience in estate planning, wealth transfer and probate matters. I am committed to creative and effective solutions! Visit my website for information, call for a consultation. Read More »
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Christina Cacchio
PREMIUM

Experienced and professional help with business, estate planning and tax needs.

Christina represents clients in estate planning, estate and trust administration and charitable planning. She provides tax-savings strategies to high-net-worth individuals. Read More »
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Jon Jeffry Mercant
Claimed Lawyer Profile
Redondo Beach, CA Estate Planning Attorney with 44 years experience
(310) 316-8738 707 Torrance Blvd
Redondo Beach, CA 90277
Free ConsultationEstate Planning, Business and Probate
UCLA School of Law
Samuel B. Ledwitz J.D., LL.M.
Claimed Lawyer Profile
Torrance, CA Estate Planning Attorney with 20 years experience
(310) 769-4783 970 W 190th Street
Suite 275
Torrance, CA 90502
Free ConsultationEstate Planning and Elder
University of Miami School of Law, Pepperdine University School of Law and California State University - California State Polytechnic University, Pomona
Denise Arlene Furubotten
Claimed Lawyer ProfileSocial Media
Long Beach, CA Estate Planning Attorney with 23 years experience
(562) 436-4392 3780 Kilroy Airport Way
#200
Long Beach, CA 90806
Estate Planning, Business, Divorce and Family
Western State College of Law at Argosy University
Jason Mark Murai
Claimed Lawyer ProfileSocial Media
Torrance, CA Estate Planning Lawyer with 13 years experience
(310) 776-5604 21250 Hawthorne Blvd. #700
Torrance, CA 90503
Free ConsultationEstate Planning, Bankruptcy, Business and Immigration
Chapman University Fowler School of Law
William Suk Yun
Claimed Lawyer Profile
Torrance, CA Estate Planning Lawyer with 13 years experience
(323) 863-3414 21250 Hawthorne Blvd.
Suite 500
Torrance, CA 90503
Estate Planning and Immigration
UC Hastings COL
Law Office of William S. Yun - Immigration Law - Estate Planning - Litigation www.WilliamYunLaw.com - reviewed on Yelp (search Law Office of William S. Yun) William Yun is a graduate of UC Berkeley (Dean's List) and UC Hastings School of Law. He is a member of the American Immigration Lawyers' Association (AILA), and a former judicial extern of the Los Angeles Superior Court. The Law Office of William S. Yun is dedicated to diligently serving clients in the fields of Immigration Law, Estate Planning, and Litigation. Should we have the honor of representing you or your...
Alexis Martin Neely
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Redondo Beach, CA Estate Planning Attorney with 18 years experience
(866) 999-3974 417 Beryl St
Redondo Beach, CA 90277
Estate Planning and Tax
Georgetown Univ Law Ctr
John W Chang
Claimed Lawyer Profile
Torrance, CA Estate Planning Lawyer with 12 years experience
(310) 312-8117 2355 Crenshaw Boulevard
185
Torrance, CA 90501
Free ConsultationEstate Planning
Sibylle Grebe
Claimed Lawyer Profile
Torrance, CA Estate Planning Lawyer with 30 years experience
(310) 542-9888 3424 W Carson St
Torrance, CA 90503
Estate Planning
Southwestern University School of Law
Thomas L. McKenzie
Claimed Lawyer Profile
Los Alamitos, CA Estate Planning Lawyer with 26 years experience
(562) 594-4200 2631 Copa De Oro Drive
Los Alamitos, CA 90720
Estate Planning, Elder and Probate
Western State Univ COL
Thomas L. McKenzie received his Juris Doctor degree from Western State University College of Law, in Fullerton, California. While working full-time at night and attending full-time daily classes, Tom graduated law school with honors in 1993. While at law school, Tom was on the Dean’s List, and was selected as Associate Editor of Western State's Law Review. He also received several American Jurisprudence Awards for excellence in academics and real estate. Passing the bar on his first try, Tom established McKenzie Legal & Financial, and went on to practice in...
Frances Louise Martin
Claimed Lawyer Profile
Torrance, CA Estate Planning Lawyer with 40 years experience
(310) 543-0537 21515 Hawthorne Blvd # 980
Torrance, CA 90503
Estate Planning, Divorce, Elder and Probate
Pepperdine Univ School of Law
Kara Koerner
PREMIUM

California Estate Planning Attorney with 15 years experience

Kara Koerner guides high-net-worth families, business owners and real estate developers through the complex process of managing and transferring business interests as part of the overall estate planning and wealth... Read More »
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Nicole McGuire
PREMIUM

Jeffer Mangels Butler & Mitchell LLP – Taxation, Trusts & Estates Lawyer

Nicole McGuire's practice focuses on estate planning and taxation for high-net-worth individuals. Read More »
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Richard Harting
Claimed Lawyer Profile
Long Beach, CA Estate Planning Lawyer with 28 years experience
(562) 981-3707 3711 Long Beach Blvd, Suite 600
Long Beach, CA 90807
Estate Planning, Animal, Legal Malpractice and Medical Malpractice
Southwestern Univ School of Law
Edna Carroll Straus
Claimed Lawyer Profile
Gardena, CA Estate Planning Attorney with 36 years experience
(800) 400-8978 2903 W. 140th St.
Gardena, CA 90249
Estate Planning, Divorce and Family
Southwestern Univ School of Law
Laura Elena Claveran
Claimed Lawyer Profile
Long Beach, CA Estate Planning Lawyer with 37 years experience
(562) 809-9084 3780 Kilroy Airport Way
Long Beach, CA 90806
Estate Planning, Business, Elder and Immigration
USC Law School
Heather Anne Miller
Claimed Lawyer Profile
Torrance, CA Estate Planning Attorney
21515 Hawthorne Blvd.
Suite 840
Torrance, CA 90503
Estate Planning
Hossein Farzam Berenji
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Los Angeles, CA Estate Planning Attorney with 18 years experience
(213) 985-3007 550 S. Hill Street STE 1467
Los Angeles, CA 90013
Free ConsultationEstate Planning, Divorce, Family and Probate
Loyola Law School
Hossein Berenji, owner and found of Berenji & Associates, provides exceptional representation to anyone in need of family law attorney. Mr. Berenji's practice handles all family law matters including divorce, child support and custody, spousal support, and can assist in preparation of your pre or post nuptials.
Mitchell A. Port
Claimed Lawyer ProfileQ&ASocial Media
Los Angeles, CA Estate Planning Lawyer with 36 years experience
(310) 935-0572 9054 Cresta Drive
Los Angeles, CA 90035
Free ConsultationEstate Planning, Business, Probate and Tax
University of San Diego School of Law and Southwestern University School of Law
Mitchell A. Port is an attorney in Los Angeles specializing in four areas of law: Tax Controversies, California Probate, Estate Planning, and Business Transactions. He began his career as a lawyer with the IRS national office in Washington D.C, where he worked on tax collection and litigation matters. He later worked at two noted local law firms where he further developed his tax controversy skills and represented clients in estate planning, probate, and business transactions. Mitch is a former Internal Revenue Service revenue/collection officer. After gaining the skills, knowledge and experience, Mitch founded the Law Office of Mitchell A. Port. As...
Rajesh Wadhwani
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Sherman Oaks, CA Estate Planning Lawyer with 22 years experience
(818) 839-2487 15233 Ventura Blvd, Suite 1000
Sherman Oaks, CA 91403
Free ConsultationEstate Planning, Bankruptcy, Foreclosure Defense and Tax
Southwestern Univ School of Law
Raj Wadhwani is a Southern California bankruptcy lawyer and a founding shareholder at the firm Wadhwani & Shanfeld. Attorney Wadhwani has more than 17 years of experience practicing as an attorney. He has a Bankruptcy Board Certification from the American Board of Certification, and he is also a licensed real estate broker. Mr. Wadhwani received his J.D. from the Southwestern University School of Law. Get in touch with his firm for a no-cost case evaluation.
Dan W Kehr
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Huntington Beach , CA Estate Planning Attorney with 15 years experience
(714) 375-6622 17011 Beach Blvd. Huntington Beach, CA 92647
9th Floor
Huntington Beach , CA 92647
Free ConsultationEstate Planning, Business, Communications and Tax
California Western School of Law and UCLA School of Law
Dan W. Kehr is the managing attorney at Kehr Business Law, PC. Before that he was a partner in Best Best & Krieger LLP’s Business practice group, where he provided corporate general counsel, technology, Internet and e-commerce legal services. He handles transactional-based legal issues that address the issues that arise when companies develop, license, acquire or sell information technology and Internet or computer-related products and services worldwide. He represents entrepreneurs, businesses, Internet & tech companies as well as their owners and C-level executives.

Dan provides legal services for a variety of individuals, entrepreneurs, investors and businesses, including start-ups and mid-market...
Barry L. Adams
Claimed Lawyer ProfileQ&A
Huntington Beach, CA Estate Planning Lawyer with 32 years experience
(949) 274-4760 19900 Beach Boulevard, Suite B
Huntington Beach, CA 92648
Free ConsultationEstate Planning, Elder and Probate
University of the Pacific
I am an experienced trusts and estates attorney. I advise clients regarding estate planning, estate/trust administration and litigation. I can help you with setting up your estate plan, resolving a family dispute regarding a trust or estate and with administration issues after a loved one passes away. Listen to my podcasts to find out more information about these issues.
Edmund Vincent Yan
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Los Angeles, CA Estate Planning Lawyer with 8 years experience
(626) 307-2800 355 South Grand Avenue
Suite 2450
Los Angeles, CA 90071
Estate Planning, Business, Probate and Real Estate
University of the Pacific
Edmund Yan, the Modern Family's Attorney | Los Angeles Estate Planning Attorney | Pasadena Wills & Trusts, San Gabriel Probate & Trust Administration Lawyer | Speaks English and Chinese (Mandarin and Cantonese). Located in Rosemead, California (15 minutes from Downtown Los Angeles). www.edmundvincentlaw.com
Andrew G. Smith
PREMIUM

Experienced & Skilled Estate & Probate Law Attorney! Dedicated Representation!

I provide exceptional representation to resolve legal matters related to trusts, estates, probate and conservatorships. I will fervently protect your interests! Visit my website for information, call for a consultation. Read More »
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Robert E. Strauss
PREMIUM

Experienced & Skilled Legal Representation! Estate & Wealth Transfer Planning!

I skillfully guide families, business owners, real estate developers and investors in complex estate planning matters. I am dedicated to exceptional advocacy! Visit my website for information, call for a consultation. Read More »
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Estate Planning Lawyers in Nearby CitiesEstate Planning Lawyers in Nearby Counties

Wilmington Estate Planning Legal Aid & Pro Bono Services

Bet Tzedek Legal Services
(323) 939-0506
Los Angeles, CA

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Related Practice Areas

Elder Law
Probate
Tax Law

Planning your estate?

Estate planning arranges for the transfer of an individual's estate at the time of death. An estate consists of all property owned at death before it is distributed by will, trust, or intestacy laws. An estate may contain both real property and personal property. Estate planning allows an individual to decide exactly who will benefit from his or her estate, and to what extent. It can also reduce the taxes imposed on the transfer of assets at death.

An experienced estate planning lawyer can help minimize the amount of the estate surrendered to taxes as well as ensure that the management and distribution of the estate is carried out according to your plans. Particularly when your plans are complex and/or you have substantial property or assets, it is important to have an attorney who can ensure that your plan functions the way you intend. Depending on the complexity of your individual situation, your estate planning team may include attorneys, financial planners, bankers and insurance professionals. Some states certify attorneys as estate planning specialists, which means they have met certain requirements for experience, education, and testing in that field.


Fiduciary: A person or institution who manages money or property for another and who must exercise a standard care imposed by law, i.e., personal representative or executor of an estate, a trustee, etc.

Personal representative: The person who administers an estate. If named in a will, that person's title is an executor. If there is no valid will, that person's title is an administrator.